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Holt-Smith Advisors’s Eaton ETN Stock Holding History

Holt-Smith Advisors’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q2 		$733K Buy
+11,144
New +$703K 1.03% 30

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Holt-Smith Advisors's ETN Position: Q2 2013 in Review

Holt-Smith Advisors opened a new position in Eaton (ETN) in Q2 2013: 11,144 shares worth $733K. The stake represents 1.03% of the portfolio and ranks #30 among its holdings.

728 funds tracked by Wall St. Rank hold ETN as of Q2 2013.

  • Holt-Smith Advisors held 11,144 shares of Eaton worth $733K as of Q2 2013.
  • Eaton was a new Holt-Smith Advisors position in Q2 2013.
  • Eaton made up 1.03% of Holt-Smith Advisors's portfolio in Q2 2013, its #30 holding.
  • 728 funds tracked by Wall St. Rank held Eaton as of Q2 2013.

Based on Holt-Smith Advisors's 13F filing for Q2 2013, filed 1 Aug 2013.